Equal-WT
WhaleScore 2.0
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Clean Yield Group is based out of Norwich. Clean Yield Group is a large advisory firm with 254 clients and discretionary assets under management (AUM) of $477,810,581 (Form ADV from 2023-02-16). Their last reported 13F filing for Q4 2023 included $237,416,131 in managed 13F securities
and a top 10 holdings concentration of 32.49%. Clean Yield Group's largest holding is Apple Inc with shares held of 86,760. Whalewisdom has at least 53 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
FSLR First Solar Inc | 0.67% |
AMAL Amalgamated Bank | 0.58% |
AWK American Water Works | 0.54% |
HOLX Hologic Inc. | 0.49% |
SNN Smith & Nephew Plc O | 0.33% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
OGN Organon & Co | 1.05% |
VOD Vodafone Group Plc S | 0.97% |
TAK Takeda Pharmaceutica | 0.55% |
SCHO Schwab Short-Term U. | 0.32% |
AMRC Ameresco Inc | 0.28% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 7.04% |
UL Unilever PLC ADR | 3.67% |
GSKw GSK Plc | 3.33% |
TAK Takeda Pharmaceutica | 3.07% |
SFM Sprouts Farmers Mark | 3.05% |
2023-12-31
13F Activity
Market Value | $237m, Prior: $226m |
New Purchases | 7 stocks |
Added To | 24 stocks |
Sold out of | 18 stocks |
Reduced holdings in | 92 stocks |
Top 10 Holdings % | 32.49% |
Turnover %[1] | 6.7% |
Turnover Alt %[2] | 2.53% |
Time Held Top 20 | 11 quarters |
Time Held Top 10 | 9.5 quarters |
Time Held All | 20.3 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31